Daybreak Weekend: Global Market Expectations for 2025

In this discussion, Alex Wickham, Bloomberg's UK political editor, unpacks the Labour government's hurdles and the shifting political landscape in the UK. Meanwhile, Shuli Ren, a columnist for Bloomberg Opinion, analyzes emerging themes for Asian markets, particularly the challenges in Hong Kong's real estate and the influence of China's stock market. They also touch on the Federal Reserve's mixed messages around interest rates, AI's impact on industries, and the decline in smartphone demand, creating a vivid picture of global market dynamics for 2025.